2023 Form 5500 filing — Omaha National Group Retirement Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014165934NAL0026775937001) for Omaha National Group Retirement Plan, reported by Omaha National Group, Inc. under EIN 81-2982871 and plan number 001. It reports 283 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.5MReported net assets$8,539,243
Participants283
Provider compensation$88.6K4 Schedule C row(s)$88,580
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014165934NAL0026775937001
Plan sponsor
Omaha National Group, Inc.
EIN
81-2982871
Plan number
001
Location
Omaha, NE
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.5M total assets
Net assets$8.5MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$810.5K
Benefits paid / distributions$728.9K
Contributions
Employer$641.8K
Participant$1.1M
Full reported line items
Total assets (EOY)
$8,539,243
Total liabilities (EOY)
$0
Net assets (EOY)
$8,539,243
Employer contributions
$641,823
Participant contributions
$1,115,370
Total income / additions
$3,272,406
Benefits paid
$728,949
Administrative expenses
$70,597
Total expenses
$810,532
Net increase / (decrease)
$2,461,874
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    TRUST RECORDKEEPER · Direct $57.5K · Indirect $0
  2. 2
    ADVISOR · Direct $0 · Indirect $17.7K
  3. 3
    RECORDKEEPER · Direct $13.1K
  4. 4
    ADVISOR · Direct $0 · Indirect $272

Related Form 5500 pages